See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,492 | $51,175+0.6% | $70,515-27.0% | $75,163-31.5% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.3%-18.3pp | 67.2%-17.2pp |
| Annual return | 15.81% | 30.02%-14.2pp | 32.77%-17.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,388 | $1,826-24.0% | $2,973-53.3% | $2,670-48.0% |
| Participant deferral / active EE | $2,865 | $2,849+0.5% | $4,567-37.3% | $4,125-30.6% |
| Admin fee / account holder | $1,491 | $4,091-63.6% | $6,412-76.8% | $5,651-73.6% |